KC

Kize Capital Portfolio holdings

AUM $111M
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M

Top Sells

1 +$4.24M

Sector Composition

1 Financials 58.63%
2 Communication Services 28.36%
3 Industrials 13.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$79M 34.53%
181,177
+3,200
2
$42.7M 18.69%
119,524
3
$33.4M 14.61%
636,203
4
$29.8M 13.01%
529,194
5
$22.1M 9.68%
152,870
6
$21.7M 9.49%
715,704
-140,000